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Coppell Advisory Solutions’s Carrier Global CARR Stock Holding History

Coppell Advisory Solutions’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,623
Closed -$111K – 552
2024
Q4 		$111K Buy
1,623
+404
+33% +$30.5K 0.02% 399
2024
Q3 		$98.1K Sell
1,219
-30
-2% -$2.09K 0.01% 402
2024
Q2 		$78.8K Buy
+1,249
New +$76.7K 0.01% 406
2023
Q4 		$71.4K Buy
1,242
+1,058
+575% +$56K 0.01% 421
2023
Q3 		$7.59K Sell
184
-1,000
-84% -$55K ﹤0.01% 647
2023
Q2 		$58.6K Buy
+1,184
New +$52.1K 0.02% 323
2023
Q1 		– Sell
-184
Closed -$7.59K – 332
2022
Q4 		$7.59K Buy
+184
New +$7.47K ﹤0.01% 654

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's CARR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 1,623 shares — an estimated $111K sold.

Coppell Advisory Solutions first reported a position in CARR in Q4 2022 and held it in 7 quarters. The position peaked at $111K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,623 Carrier Global shares in Q1 2025, an estimated $111K.
  • Coppell Advisory Solutions first reported a position in Carrier Global in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Carrier Global position peaked at $111K in Q4 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.